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Home > Institutional Investor > Holcombe Financial, Inc. > Profile

Instuitional Investor - Holcombe Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Holcombe Financial, Inc.
Portfolio Value $132,794,399
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,013,527 $24,709,792 18.61%
2.
Apple Inc.
 AAPL 90,800 $18,629,493 14.03%
3.
Listed Fds Tr
 363,485 $13,401,681 10.09%
4.
Schwab Strategic Trust
 FNDF 452,546 $11,327,230 8.53%
5.
Ishares Tr - 0-5 YR TIPS ETF
 106,091 $10,917,869 8.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)